About Pinnacle

Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Advisor, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.

Fi ● du ● ci ● ar ● y – Pinnacle is held by law to a fiduciary standard and occupies a position of special trust and confidence when working with a client. As a fiduciary, Pinnacle is required to act with undivided loyalty to the client. This includes disclosure of how Pinnacle is to be compensated.

Pinnacle is a family owned and operated Wealth Management firm with hundreds of clients throughout the United States.  William D. Heichel founded Pinnacle’s predecessor company, Lifetime Planning, Inc., in 1980 and founded Pinnacle in 1998.  Pinnacle’s staff combines specialized planning credentials such as JD, CPA, CFP®, ChFC®, MBA, PFS, AAMS®, CRPS®, CMFC®, QPFC, AIF®, CDFA and over 200 years of Wealth Management experience, delivering high quality wealth management services to its clients.

Pinnacle’s experienced wealth management teams advise on over $1 Billion in client assets with an average well over $1 Million per client family relationship.

What sets Pinnacle apart?

  • Pinnacle has been frequently recognized by Bloomberg’s Wealth Manager/AdvisorOne Magazine as one of America’s Top Wealth Managers.
  • Pinnacle has also been acknowledged by Financial Advisor Magazine as one of the leading Registered Investment Advisor (RIA) firms in the United States.
  • As Pinnacle’s Founder, William D. Heichel was nationally recognized by Worth Magazine as one of the Top 100 Most Exclusive Wealth Advisors in the United States.
  • William D. Heichel has been interviewed and quoted by the Wall Street Journal on several occasions.
  • William D. Heichel has been recognized on Medical Economics Magazine’s list of the 150 Best Financial Advisers for Doctors multiple times.

Industry Recognitions Disclosure Statement

Please Note: LimitationsNeither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Pinnacle is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data). No ranking or recognition should be construed as a current or past endorsement of Pinnacle by any of its clients.  ANY QUESTIONS: Pinnacle’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.